Branch Manager I - Marina Branch (Marina, CA)

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Current Wescom Employees:

Please visit the Career Center in Workday to search and apply for a current job opening. We value and rely on the unique talents and contributions of our employees to absolutely excel in member engagement by Delivering Signature Experience.

Salary Grade:

159E Salary Pay Range for

This Position:

$91,451.00 - $137,125.00

POSITION SUMMARY:

The Branch Manager oversees the daily operations of a branch and directs staff activities to support and achieve credit union strategic initiatives. Creates a work environment where staff consistently focuses on delivering Wescom Experiences. Fosters a culture within the branch that reinforces member service, teamwork and collaboration, financial discipline, operational integrity, process improvement and efficiency. Models desired behavior and promotes optimal member engagement and new member onboarding. Coaches and motivates staff, reinforces relationship building by promoting the use of the Building Member Connections model. Observes and manages referral activity for achievement of branch growth goals, including engaging new and existing members to deepen their product and service usage with the Credit Union. Provides ongoing coaching through formal and informal observations to achieve organizational objective of developing long term member relationships. Responsible for educating team members regarding current marketing promotions. Oversees ongoing employee development with training and licensing in individual disciplines. Ensures staff is proficient in using and demonstrating all changing technology available to members including but not limited to mobile and online banking services. Supports the organization's strategic objectives by establishing goals that are specific, measurable, attainable and timely. Tracks results and leads staff to achieve assigned goals, and coaches/reviews performance accordingly. Establishes production and referral expectation for consumer loan products, membership growth, insurance services (WIS), investment services (WFS), home equity products and first mortgage products. Oversees activities with staff that support teamwork and collaboration throughout the organization. Responsible for proactively resolving escalated member inquiries and issues at the first point of contact. Responsible for driving membership growth by demonstrating leadership presence within their community representing the credit union's commitment to helping Southern Californians build better lives. Participates in the business development efforts including developing relationships with local businesses for Select Employee Group (SEG) opportunities as well as participating in community events.

ESSENTIAL POSITION FUNCTIONS

Consistently provides a high level of service and is committed to increasing member satisfaction. Demonstrates adherence to the Branch Service Standards in addition to enforcement and modeling of our Mission Statement, Vision, Core Values and Team Attributes. Assumes personal accountability for maintaining high service standards and operational excellence throughout the branch. Promotes advocacy and takes personal responsibility to ensure that member issues are handled expeditiously. Focuses on delivering Wescom Experiences and achieving successful results. Creates an environment that supports teamwork and collaboration, within the branch and organization wide. Partners and collaborates with Branch Administration on business development efforts including but not limited to developing relationships with local businesses and communities. Directs branch marketing efforts and provides remote marketing support for credit union products and services. Coordinates and/or conducts seminars for members. May participate in community events as well as CCUL Chapter activities and events. Partners and collaborates with key business units such as WIS, WFS, Consumer Lending, Real Estate, Risk Management, Deposit Operations, Account Services, Card Services, etc. Manages branch staff and directs management activities of the Assistant Branch Manager and Operations Supervisor. Establishes performance goals in alignment with organizational objectives, allocates resources, and assesses performance of staff. Effectively manages and adjusts to swiftly changing priorities, product and service offerings, new technology and operating systems. Ensures staff knowledge is applied through following the directed career pathing compliance, ongoing training, product presentations, and staff meetings. Responsible for selecting, coaching, evaluating and developing branch staff; focuses on career pathing of direct reports; oversees training of staff in member service, products and services, operations, investments or insurance specialization, NMLS, and interpersonal skills. Ensures training objectives are met, including regulatory training, and Wescom University core curriculum is completed by all employees. Ensures that licensed and registered employees actively maintain their licensing/registration and complete all required training curriculum. Ensures quality of service through random Member Experience Surveys. Participates in the development of annual goals for service, growth, and other key areas. Sets individual goals for staff. Coaches staff to achieve growth through relationship building and service skills, matching Credit Union products and services to members' needs. Models behavior for staff to ensure optimal member engagement, a migration to appropriate delivery channels, and makes referrals for insurance services, investment services and real estate services. Attracts new members and manages member and account retention with an emphasis on engagement. Ensures staff efforts are focused on achieving goals and aligned with Wescom's strategic objectives. Administers the branch budget and ensures expense control in all controllable areas including salaries and overtime. Requires knowledge of consumer lending and home equity products as well as experience with the loan origination process, including application processing, pricing, documentation, disclosures, quality control and funding. Identifies lending growth opportunities and manages staff's activities and tracking. Must complete all required lending training. Ensures branch compliance with audit and security standards, policies and procedures, loss prevention measures and the safeguarding of Credit Union assets. Ensures quality control of memberships opened and loans funded at the branch. Maintains confidentiality of Credit Union and member records. Ensures that the physical environment of the branch is maintained according to Wescom standards. Ensures individual appearance and demeanor reflects the desired level of professionalism and holds staff accountable for same. Maintains good attendance and punctuality in adherence with Wescom policy.

EDUCATION, EXPERIENCE, SKILLS AND ABILITIES

Bachelor's Degree and two or more years previous management experience in a financial institution is preferred.

Registration:

Nationwide Mortgage Licensing System (NMLS) registration is required and must be maintained. Maintain licensing as Notary Public. General knowledge of Credit Union operations and management. Keeps current on industry news. May be mentored by a Manager II or a Senior Manager. Ability to demonstrate leadership competencies through excellent analytical skills; strong communication skills, both written and oral; ability to quickly embrace change and effectively lead others through change; develops self and others; demonstrate professionalism; detail oriented; strong organizational skills; ability to work in a fast paced environment; coach for performance and achieve results through others; ability to work well with others and be a team player; and ability to be creative, productive and goal oriented. Must be proficient in job related technology applications including the Credit Union's operating system and lending system. This job description in no way implies that these are the only duties to be performed. The above job requirements are representative of minimum levels of knowledge, skills and abilities. The marginal functions have not been included. An employee will be required to follow any other job-related instructions and duties as requested by management.

COMPUTER SKILLS

Proficient in Microsoft applications (Word, Excel, PowerPoint, Outlook). Must be proficient in technology applications including the Credit Union's operating system and specialized software required for performance of position. Must maintain proficiency in using and demonstrating all technology available to members including but not limited to mobile and online banking services.

MATHEMATICAL SKILLS

Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals. Ability to compute rates, ratios and percentages and to draw and interpret bar graphs.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands to finger, handle or feel; reach with hands and arms, climb or balance, stoop kneel, crouch, crawl; talk or hear and taste or smell. The employee must occasionally lift and/or move up to 25 pounds. Vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing functions of this job. Management and staff at these locations may work varied days, hours, and shifts. The noise level in the work environment may vary depending on location. The Wescom location is a non-smoking environment. The above job requirements are representative of minimum levels of knowledge, skills and abilities. The marginal functions have not been included. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This job description in no way implies that these are the only duties to be performed. An employee will be required to follow any other job-related instructions and duties as requested by management. If you are applying for a Hybrid/Remote position, please note applicants are required to reside within our Wescom service areas which are defined as the following counties: Los Angeles, Orange, San Bernardino, Riverside, Ventura, Santa Barbara, San Diego, Imperial ,Fresno, Kern, Kings, Madera, Merced, Mariposa, Monterey, San Benito, San Joaquin, San Luis Obispo, Santa Cruz, Stanislaus and Tulare counties. Wescom Financial is an Equal Opportunity Employer (Male/ Female/ Veteran/Disability/ Gender Identity/ Sexual Orientation) California Privacy Notice at

Collection of Personal Information:

If you are a resident of the State of California and are a job applicant, see California Privacy Notice relating to job applications. Who We Are Since 1934, Wescom Financial has been dedicated to helping members throughout Southern & Central California build better lives. Now with 30 branches, we provide essential banking solutions to more than 250,000 members. We truly value providing member focus, excellence, and integrity, which helps us in our interactions with our team members, members, volunteers, vendors, and others alike. These core values have shaped our organization into who we are today. Our goal is not only to meet expectations but also to exceed them in everything we do. To learn more about Wescom's rich history please click here: The Wescom Story. What We Believe At Wescom Financial, we value and rely on the unique talents of our team members who contribute to supporting one another in achieving personal fulfillment and helping our members build better lives. If we are not serving a member, we are serving a team member who is. For the second year in a row, Wescom Financial has been recognized as America's Best Regional Bank and Credit Union by Newsweek and is Great Places to Work Certified. At Wescom, everyone has a seat at the table. The Inclusion and Diversity Committee and Council help set the foundation for an even more inclusive culture at Wescom. Benefits & Perks In addition to helping build better lives for Californians, we offer an exceptional and comprehensive compensation package to our valued team members, which include: Remote and hybrid work options Work/life balance (i.e., two mental health days, flex scheduling, alternative work schedules) $1,000 Employee Referral Bonus Program Benefits for full-time and part-time team members Paid time off: Vacation, floating holidays (full-time only), sick, 2 mental health day, 10 bereavement days, and 10 observed holidays, including Juneteenth Comprehensive medical, dental, and vision plan coverage, including EAP+ Work/Life Program Adoption and surrogacy assistance 401(k) Plan with employer matching Generous educational programs: Education reimbursement, student loan repayment plan, college grant for eligible children

Wellness Program:

Increase health, happiness, and productivity, ability to earn rewards by participating in Healthy YOU, two onsite fitness centers, gym membership discounts for LA Fitness Transit subsidy reimbursement for public transportation Fun Express and Tickets at

Work:

Discounts at entertainment venues in California and beyond Wescom University Department dedicated to providing learning and development opportunities to team members Leadership/Emerging Leadership Programs for aspiring leaders Discounted rates on loan products for team members Wescom Foundation Wescom is more than banking - we are a network of members and employees dedicated to making California a better place for all. The Wescom Foundation works to improve the lives of Californians by supporting community-based organizations through strategic grant making and community engagement. The Wescom Foundation's grant making focuses on the following areas: Critical Human Needs, Financial Wellness, and Disaster Response. In addition, the Wescom Foundation focuses on identifying and sponsoring volunteer opportunities for employees as well as providing a vehicle for tax-deductible non-profit organization contributions through payroll deductions. These contributions are, in turn, matched dollar for dollar by Wescom Financial. Since its founding, the Wescom Foundation has selected a number of non-profit organizations to sponsor throughout the year. For more information about the Wescom Foundation click here: Wescom Foundation.